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Passumpsic Savings Bank’s United Parcel Service UPS Stock Holding History

Passumpsic Savings Bank’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,803
Closed -$417K – 102
2024
Q1 		$417K Buy
+2,803
New +$426K 0.27% 75

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Passumpsic Savings Bank's UPS Position: Q2 2024 in Review

Passumpsic Savings Bank sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 2,803 shares — an estimated $417K sold.

Passumpsic Savings Bank first reported a position in UPS in Q1 2024 and held it in 1 quarter. The position peaked at $417K in Q1 2024. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Passumpsic Savings Bank reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Passumpsic Savings Bank sold 2,803 United Parcel Service shares in Q2 2024, an estimated $417K.
  • Passumpsic Savings Bank first reported a position in United Parcel Service in Q1 2024 and held it in 1 quarter.
  • Passumpsic Savings Bank's United Parcel Service position peaked at $417K in Q1 2024.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Passumpsic Savings Bank's 13F filing for Q2 2024, filed 13 Aug 2024.